# Calvary Fellowship Homes, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/calvary-fellowship-homes-inc-231606038-503

> Calvary Fellowship Homes, INC.'s Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Calvary Fellowship Homes, INC.

- **Sponsor EIN:** 231606038

- **Sponsor Address:** 502 ELIZABETH DR, LANCASTER, PA, 176014406

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 0

- **Total Assets:** $226,086

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$226,086|$206,904|$24,145|

| 2023|76|$130,509|$1.1M|$121,575|

| 2022|77|$163,556|$1.1M|$107,948|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ASSURED PARTNERS (CENTRAL PA)|Investment Advisor|$5,145|—|$5,145|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,145

- **Estimated Expense Ratio:** 2.276% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$50,298|—|—|—|—|

| 2023|$1,291,603|—|—|—|—|

| 2022|$1,243,330|—|—|—|—|

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